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Friday 21 August 2026
Charts: TSMC's share of Taiwan chip manufacturing revenue falls to 81.8% as memory makers scale up
Foundry leader Taiwan Semiconductor Manufacturing Company (TSMC) grew 37% year to date — and still lost four percentage points of the sub-sector's revenue share, because the...
Friday 21 August 2026
Charts: AI test demand drives broadest growth among Taiwan's chip equipment suppliers
Thirty-eight of 43 companies grew year to date at a median rate of 28.7% — the highest of any semiconductor sub-sector — with test handlers, sockets and probe cards recurring...
Friday 21 August 2026
TXC pivots to AI infrastructure as 1.6T optical modules surge
Quartz component leader TXC is targeting AI and automotive applications as demand grows for faster data transmission, with 1.6T optical modules expected to see explosive growth in...
Friday 21 August 2026
Kenmec surges on AI, advanced packaging to record orders, revenue

Fueled by robust global demand for artificial intelligence and the rapid expansion of semiconductor advanced packaging capacity, Kenmec...

Friday 21 August 2026
Charts: Foxconn is losing share of Taiwan's EMS revenue as Quanta and Wistron near double
The sub-sector's dominant supplier grew 37.9% year to date and still ranks only seventh of 20, while the other 19 companies grew 56.9% between them.
Thursday 20 August 2026
Aurotek targets humanoid robot rollout gap with Physical AI push
Aurotek Corporation is accelerating its push into the robotics market, unveiling its first lights-out factory solution integrating multi-brand, multi-form-factor robots at Automation...
Thursday 20 August 2026
Nexcom brings together dozens of partners to build open AI robotics ecosystem
Industrial computer (IPC) maker Nexcom International on August 19 officially unveiled its RoboWIZ AI Robotics Open Platform concept at the 2026 Automation Taipei exhibition, bringing...
Thursday 20 August 2026
OpenAI signals IPO could wait until 2027 as Anthropic weighs listing

OpenAI told employees it could go public in 2027, though an earlier listing remains possible if operating conditions improve. According...

Thursday 20 August 2026
Kenmec subsidiaries target SiC, AIDC growth

Kenmec Group founder and president Frank Hsieh said on August 19 that two of the company's new businesses have taken shape, with Taisic...

Thursday 20 August 2026
Asia Optical eyes Metalens, CPO, and AI cooling opportunities; digital camera shipments to surpass 4 million units
Asia Optical delivered strong second-quarter financial results while accelerating its strategic expansion across optical technologies. Key growth drivers include Metalens and Co-Packaged...
Thursday 20 August 2026
Fudan Microelectronics profit jumps 339%, FPGA localisation gains traction
Shanghai Fudan Microelectronics Group reported a sharp first-half earnings increase in 2026, helped by stronger semiconductor demand, rising sales across its chip portfolio and investment...
Thursday 20 August 2026
AI server market CAGR nears 40%; rack power density surging 100-fold poses grid strain
Speaking at the 2026 Taiwan AI Academy Annual Conference held on August 18 at Academia Sinica's Social Sciences building, Neo Yao, CEO of Foxconn's Visionbay.ai, and Huang-Jen Chiu,...
Thursday 20 August 2026
Gamers pivot to high-margin peripherals as PC price pressures drive double-digit growth in gaming monitors

High PC hardware prices are pushing gamers to delay full-system replacements and redirect their budgets toward targeted upgrades, driving...

Thursday 20 August 2026
Xiaomi's AI-EV Pivot gains momentum as memory costs pressure Q226 smartphone business
Xiaomi is accelerating its transition from a smartphone-focused electronics manufacturer toward a broader technology ecosystem company, as artificial intelligence (AI), electric vehicles...